Advisers on the Move

Track the latest teams of advisers and brokers who are changing firms and view recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

For production and additional details, click on adviser(s) name for full profile.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Joseph Long, Brian SchneiweissStifel Nicolaus & Co.Bank of America Merrill Lynch$50009-06-2016
Richard DunaganAmeriprise FinancialWells Fargo Advisors$7309-02-2016
Matthew NeelyAmeriprise FinancialWells Fargo Advisors$7809-02-2016
Jay TaylorLPL Financial Ameriprise Financial$6009-02-2016
Michael RogersLPL Financial Fifth Third Securities$5409-02-2016
Steven SwansonLPL Financial J.P. Morgan Securities LLC$23709-02-2016
Mark MahaneyLPL Financial Wells Fargo Advisors$5009-02-2016
Shawn VanceLPL Financial J.P. Morgan Securities LLC$20009-01-2016
Brian KrukielLPL Financial J.P. Morgan Securities LLC$7009-01-2016
Tena KautzAmeriprise FinancialMSI Financial Services$7608-31-2016
Arnold FeldmanLPL Financial Bank of America Merrill Lynch$5008-31-2016
Doug Charney, Freddy CassiviProspera Financial ServicesWells Fargo Advisors$19008-30-2016
Patrick NickersonRaymond JamesMorgan Stanley Wealth Management$5008-30-2016
Phillip Friesen, Chuck Crowson, John Friesen, Greg Bowman, Josh Zeleskey, Karen Ronaghan, Bonnie McKinneyRBC Wealth ManagementMorgan Stanley Wealth Management$1,00008-30-2016
Gregory Dillard, Matthew GazawayLPL Financial USAAA Financial Advisors$9708-29-2016
Michael AndriaccioAmeriprise FinancialCetera$7808-26-2016
Robert StreedAmeriprise FinancialRBC Wealth Management$7608-26-2016
Dean WeaverAmeriprise FinancialUBS Financial Services$26108-26-2016
Stephen LawandalesSecurities Service NetworkFSC Securities$20008-26-2016
Kevin BarnesFirst Republic SecuritiesBank of America Merrill Lynch$36008-26-2016
Daniel TapiaLPL Financial Voya Financial Advisors Partners$8508-25-2016
Matt Petersen, Dwayne Michael, Michael Budd, Brian Gibson, Randy Gibson, Andy CarriganWells Fargo AdvisorsMorgan Stanley Wealth Management$58708-25-2016
Michael BondLPL Financial Charles Schwab$10008-24-2016
Ellis Shiver, Todd ShiverLPL Financial Wells Fargo Advisors$8308-24-2016
Suthipong ChitrathornLPL Financial National Planning$5508-23-2016
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Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.